Investor Services Officer - Fee Maintenance

Netwealth - See Wealth Differently (ASX:NWL); Melbourne; Hybrid; AUD 65,000 - 90,000; Full time

Benefits offered by this job

Paid parental leave

Wellness benefits

Career development & training

Hybrid work model

Office breakfast & end-of-trip

Job summary

Netwealth invites applications for an Investor Services Officer in Melbourne. You will support adviser experience by processing adviser fee arrangements, coordinating changes, and maintaining accurate adviser and account data on the platform.

You’ll resolve operational queries and drive process improvements to enhance client outcomes. The role suits detail-oriented individuals with strong communication and a collaborative mindset, comfortable in a changing environment and financial services

Qualifications

• Experience in administration, operations, customer service or processing environments.
• Strong organisational skills and attention to detail.
• Excellent communication and stakeholder management skills.
• Collaborative and positive approach to work.

Responsibilities

• Process adviser fee arrangements and maintenance requests.
• Coordinate adviser changes and account transfer activities.
• Maintain adviser and account information across the platform.
• Investigate and resolve administrative exceptions and operational queries.
• Collaborate with advisers, stakeholders and team members to achieve positive outcomes.
• Ensure work is completed accurately and within service standards.
• Identify opportunities to improve processes and adviser experience.

Skills

Attention to detail

Organising and prioritising tasks

Communication

Problem solving

Job description

About Netwealth

Netwealth isn't just a company. We're shaping the future of wealth in Australia. Our award-winning platform and NextGen technology empower advisers and investors to achieve more, and we're proud to be recognised as one of Australia's most innovative FinTech businesses.

About Netwealth

Netwealth isn't just a company. We're shaping the future of wealth in Australia. Our award-winning platform and NextGen technology empower advisers and investors to achieve more, and we're proud to be recognised as one of Australia's most innovative FinTech businesses. Since 1999, we've grown rapidly by challenging the status quo. We move fast, think big, and stay agile. Free from unnecessary bureaucracy so we can deliver smarter solutions for our clients and create real impact. But what truly sets us apart? Our people. We're a team of curious, optimistic and courageous individuals who collaborate to make life better for more Australians. We value authenticity, and agility, and we believe in creating an environment where you can do your best work, grow your career, and feel part of something meaningful. If you're looking for a place where your ideas matter, where innovation is celebrated, and where you can help shape a brighter financial future, join us at Netwealth.

Every great adviser-client relationship has a story behind it.

At Netwealth, those stories aren't built on investment performance or technology alone. They're built on trust, confidence, and the knowledge that every detail is handled with care.

The Opportunity

The Fee Maintenance team plays a key role in supporting the adviser experience at Netwealth. As an Investor Services Officer, you'll help ensure adviser and client records are maintained accurately, requests are processed efficiently, and important platform updates are completed with care. You'll work across a variety of administration and operational activities, helping deliver high-quality outcomes that contribute to strong adviser relationships and exceptional service. Whether you're processing adviser fee arrangements, coordinating account transfers, resolving operational queries, or supporting process improvements, your work will have a direct impact on the experience of both advisers and clients. This aligns with the role's focus on delivering accurate, timely and high-quality outcomes for advisers and clients.

What will you be doing?

• Processing adviser fee arrangements and maintenance requests
• Coordinating adviser changes and account transfer activities
• Maintaining adviser and account information across the platform
• Investigating and resolving administrative exceptions and operational queries
• Collaborating with advisers, stakeholders and team members to achieve positive outcomes
• Ensuring work is completed accurately and within agreed service standards
• Identifying opportunities to improve processes and enhance the adviser experience

Who will thrive here?

We're interested in finding someone who enjoys problem solving, takes pride in quality work, and genuinely cares about delivering a great outcome.

You might come from:

• Financial services
• Superannuation or investments
• Banking
• Operations or administration
• Customer service
• High-volume processing environments

You’ll likely be someone who:

• Has a strong eye for detail
• Enjoys organising and prioritising competing tasks
• Takes ownership and follows through
• Communicates confidently and professionally
• Learns new systems quickly
• Looks for ways to improve how things are done

What You’ll Bring

• Experience in administration, operations, customer service or processing environments
• Strong organisational skills and attention to detail
• Excellent communication and stakeholder management skills
• A collaborative and positive approach to work
• The ability to adapt, learn and thrive in a changing environment

Experience in financial services, superannuation, investments or banking will be highly regarded, but it's not essential.

Whether you're looking to deepen your financial services experience or take the next step in a long-term operations career, this is an opportunity to join a supportive, high-performing team and make a meaningful contribution to the adviser and client experience every day.

Life At Netwealth

At Netwealth, we believe a fulfilling career is built on growth, balance, and belonging. Our people are our greatest strength, and we’re committed to supporting you at every stage of life because when you thrive, so do we.

We're proud to be recognised as one of Australia's top 5 companies for Career Development (endorsed by WORK180). From further education and diverse training opportunities to strong support for internal mobility. Your career can grow here.

Our flexible hybrid model supports balance, with just 4 days in the office each fortnight. When you’re in, you’ll enjoy working from one of our modern, thoughtfully designed spaces across Australia – including our state-of-the-art Melbourne CBD office. All locations feature contemporary facilities to make your day comfortable, and in Melbourne, you’ll also enjoy perks like end-of-trip amenities and daily breakfast to make your commute easier.

• Family-friendly support: Paid parental leave and a fully funded school holiday program
• Wellness perks: CU Health (virtual healthcare), income protection, flu shots, wellness weeks, retail discounts and financial wellbeing services
• A vibrant culture: social events, trivia nights, and corporate sports
• Employee Resource Groups: LGBTQIA+, DAWN (Development and Accelerating Women at Netwealth), Culture Group and Carers Group
• Community Impact: Paid volunteering and our Netwealth Impact Group

We're proud of our inclusive and diverse workforce and encourage everyone to bring their genuine selves to work. It's one of our core values. We're committed to equity and inclusion through our gender equality, disability, LGBTQIA+, wellbeing and cultural initiatives. And we're certified by WORK180, Family Friendly Workplaces and Great Places to Work.

If you're excited by the opportunity but don't meet every requirement, we still encourage you to apply. Research shows people often hesitate unless they tick every box. We value potential and passion just as much.

Need adjustments during the recruitment process? Contact us at [e-mail]